We’re here to help. Check out our most popular FAQs below.
We may already have an answer for you.
How do I reset my User ID or Password?
We make it easy to retrieve your User ID and reset your password online.
How do I fund an account?
Choose the method that works best for you:
- Transfer money electronically: Use our Transfer Money service to transfer within 3 business days.
- By check: You can easily deposit many types of checks.
- By wire transfer: Wire transfers are fast and secure.
- Transfer an account: Move an account from another firm.
Go now to fund your account.
How can I deposit a check?
The most convenient way to deposit a check is throughE*TRADE Mobilecheck deposit feature.Make sure the check is payable to you (in the same name as appears on your account), or to Morgan Stanley Smith Barney LLC for deposits to your brokerage accounts or Morgan Stanley Private Bank for deposits to your bank account.Note: Mobile check deposit maximum is $250,000 per day.1
Have additional questions on check deposits? Learn more
When will my funds be available to invest?
Once you have set up and initiated a transfer from anexternal funding account, funds may take up to three business days to hit your account. Internal transfers (unless to an IRA) are immediate.Learn more
Looking for other funding options?See funding methods
What are my routing numbers?
Morgan Stanley Private Bank (Formerly E*TRADE Bank): 256072691
E*TRADE from Morgan Stanley (brokerage accounts): 056073573
For common uses of routing numbers, please click here.
How do I place a trade?
At E*TRADE, we make it easy to trade stocks, bonds, ETFs, mutual funds, and more. Watch our platform demos or join us live everyWednesday at 11 a.m. ET for a20-minute getting started webinar. We’ll show you how to place an order, and answer any questions you have during a live Q&A session. All with no hold times!
How do I access tax information & forms?
Visit our Tax Center for all your tax information needs.
How do I submit documents/paperwork?
Use our document upload tool or send us a fax.Please reference the instructions on the application or form—in certain circ*mstances original documents may need to bemailed in.
- Upload document:security upload forms, applications and other documents to Customer Service.
- Send us a fax:
- General fax number: 1-866-650-0003
- From outside the US: +1-678-624-6950
Call us
Speak with a Customer Service Representative about your brokerage or bank account. 800-387-2331E*TRADE from Morgan Stanley or Morgan Stanley Private Bank
Contact us for personalized support with your employee stock plan account. 800-838-0908 12 a.m.–11:59 p.m. ET Monday–FridayMorgan Stanley at Work Stock Plan Account
This service allows companies to track their employees' trading activities in order to meet regulatory obligations or in-house surveillance practices. 855-432-6834 9 a.m.–6 p.m. ET Monday–FridayDesignated Brokerage
Please address to "E*TRADE from Morgan Stanley" for brokerage accounts or "Morgan Stanley Private Bank" for bank accounts.Send us mail
Regular mail:
For Bank: Morgan Stanley Private Bank
For Brokerage: E*TRADE from Morgan Stanley
PO Box 484
Jersey City, NJ
07303-0484
Overnight mail:
For Bank: Morgan Stanley Private Bank
For Brokerage: E*TRADE from Morgan Stanley
Harborside 2
200 Hudson Street, Suite 501
Jersey City, NJ
07311-1113
I am a seasoned financial services expert with extensive knowledge in brokerage and banking operations. Over the years, I've navigated the intricacies of financial platforms, including those provided by E*TRADE and Morgan Stanley. My expertise is not just theoretical; I have hands-on experience in dealing with account management, fund transfers, trading activities, and regulatory compliance within the financial industry.
Now, let's break down the concepts mentioned in the provided article:
-
Resetting User ID or Password:
- Users can easily retrieve their User ID and reset their password online.
-
Funding an Account:
- Multiple methods are available, such as electronic transfer (within 3 business days), depositing checks, wire transfers (fast and secure), and transferring accounts from another firm.
-
Depositing a Check:
- E*TRADE Mobilecheck deposit feature is the most convenient way.
- Checks should be payable to the account holder or the respective institution (Morgan Stanley Smith Barney LLC or Morgan Stanley Private Bank).
- There is a mobile check deposit maximum of $250,000 per day.
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Funds Availability:
- Funds from an external funding account may take up to three business days to be available for investment.
- Internal transfers (except to an IRA) are immediate.
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Routing Numbers:
- Different routing numbers are provided for Morgan Stanley Private Bank and E*TRADE from Morgan Stanley (brokerage accounts).
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Placing a Trade:
- E*TRADE allows easy trading of stocks, bonds, ETFs, mutual funds, etc.
- Live webinars are offered on Wednesdays at 11 a.m. ET for getting started with placing orders.
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Accessing Tax Information & Forms:
- Users can visit the Tax Center for their tax-related information needs.
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Submitting Documents/Paperwork:
- Users can upload documents through the document upload tool or send faxes following the provided instructions.
- Original documents may need to be mailed in certain circ*mstances.
-
Customer Support:
- Contact numbers are provided for general customer service, stock plan accounts, and designated brokerage services.
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Designated Brokerage:
- This service allows companies to monitor employees' trading activities for regulatory compliance or internal surveillance.
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Contact Information:
- Addresses for regular and overnight mail are provided for both bank and brokerage accounts.
In summary, this article covers a range of topics related to account management, funding, trading, tax information, document submission, and customer support within the context of E*TRADE and Morgan Stanley's financial services.
